Lodestone Wealth Management LLC's ownership history for SPY

Lodestone Wealth Management LLC currently holds 1.1K shares with a market value of $718.2K. It started holding SPY on 2024-09-30. At its peak, it held 4.8K shares on 2024-12-31. Its highest holding value was $2.8M on 2024-12-31. At its lowest, it held 847 shares on 2024-09-30, with a value of $484.6K on 2025-03-31. In the recent 180 days, Lodestone Wealth Management LLC has increased its shares by 152. In the recent year, Lodestone Wealth Management LLC has decreased its shares by 3.7K.